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Kohmann Bosshard Financial Services’s Wintrust Financial WTFC Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$499 – 779
2024
Q4 		$499 Buy
+4
New +$494 ﹤0.01% 641

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kohmann Bosshard Financial Services's WTFC Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 4 shares — an estimated $499 sold.

Kohmann Bosshard Financial Services first reported a position in WTFC in Q4 2024 and held it in 1 quarter. The position peaked at $499 in Q4 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 4 Wintrust Financial shares in Q1 2025, an estimated $499.
  • Kohmann Bosshard Financial Services first reported a position in Wintrust Financial in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Wintrust Financial position peaked at $499 in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.